Daymark Wealth Partners
MS icon

Daymark Wealth Partners’s Morgan Stanley MS Stock Holding History

Daymark Wealth Partners’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.55M Buy
18,878
+6,608
+54% +$1.4M 0.08% 178
2026
Q2 		$2.56M Buy
12,270
+3,323
+37% +$658K 0.06% 214
2026
Q1 		$1.47M Buy
8,947
+1,769
+25% +$306K 0.05% 247
2025
Q4 		$1.27M Buy
7,178
+731
+11% +$122K 0.04% 252
2025
Q3 		$1.02M Buy
6,447
+792
+14% +$117K 0.03% 281
2025
Q2 		$797K Buy
5,655
+303
+6% +$37.2K 0.03% 291
2025
Q1 		$624K Buy
5,352
+811
+18% +$104K 0.03% 303
2024
Q4 		$571K Sell
4,541
-293
-6% -$36.1K 0.02% 304
2024
Q3 		$504K Buy
4,834
+751
+18% +$75.6K 0.02% 334
2024
Q2 		$397K Buy
+4,083
New +$389K 0.02% 355
2023
Q3 		– Sell
-2,367
Closed -$202K – 399
2023
Q2 		$202K Sell
2,367
-289
-11% -$24.7K 0.02% 360
2023
Q1 		$233K Buy
+2,656
New +$248K 0.03% 260

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Sumitomo Mitsui Trust Group
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Citigroup
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Swedbank
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Robeco Institutional Asset Management
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daymark Wealth Partners's MS Position: Q3 2026 in Review

Daymark Wealth Partners increased its Morgan Stanley (MS) stake by 54% in Q3 2026, buying an estimated $1.4M and bringing the position to 18,878 shares worth $3.55M. The position accounts for 0.08% of the portfolio, ranked #178.

Daymark Wealth Partners first reported a position in MS in Q1 2023 and has held it in 12 quarters since. 1,477 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Daymark Wealth Partners held 18,878 shares of Morgan Stanley worth $3.55M as of Q3 2026.
  • Daymark Wealth Partners bought 6,608 Morgan Stanley shares in Q3 2026, an estimated $1.4M.
  • Morgan Stanley made up 0.08% of Daymark Wealth Partners's portfolio in Q3 2026, its #178 holding.
  • Daymark Wealth Partners first reported a position in Morgan Stanley in Q1 2023 and has held it in 12 quarters since.
  • 1,477 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.